Hedge Funds Similar to von Borstel & Associates

13F Portfolio OverlapQ2 2026von Borstel & Associates portfolio →

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Most similar hedge funds by 13F overlap

von Borstel & Associates, Inc. is an institutional investor managing $488M across 44 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to von Borstel & Associates are First Washington, 5T Wealth, AMJ Financial Wealth, with shared positions in $PCAR, $ANET, $ETN, $WFC, $SHOP. The full ranking of 25 similar funds is below.

#1First Washington CORPActive

Notable overlap · 3 shared positions

$PCAR $ANET $ETN

$418M

51 positions

#25T Wealth, LLCActive

Some overlap · 3 shared positions

$ANET $WFC $ETN

$269M

134 positions

#3AMJ Financial Wealth ManagementActive

Some overlap · 3 shared positions

$ANET $PCAR $ETN

$424M

86 positions

#4Night Squared LPPassive

Some overlap · 3 shared positions

$ETN $PCAR $ANET

$930M

69 positions

#5PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive

Some overlap · 3 shared positions

$ANET $WFC $ETN

$671M

197 positions

#6SWS PartnersPassive

Some overlap · 3 shared positions

$ANET $WFC $ETN

$463M

108 positions

#7HARRELL INVESTMENT PARTNERS, LLCPassive

Some overlap · 3 shared positions

$ETN $ANET $WFC

$461M

144 positions

#8Exit Wealth Advisors, LLC.Passive

Some overlap · 3 shared positions

$ANET $SHOP $ETN

$220M

150 positions

#9Independent Solutions Wealth Management, LLCActive

Some overlap · 3 shared positions

$ANET $ETN $SHOP

$766M

194 positions

#10Van Diest Capital, LLCPassive

Some overlap · 3 shared positions

$ANET $WFC $SHOP

$112M

176 positions

#11Munich Reinsurance Co Stock Corp in MunichActive

Some overlap · 3 shared positions

$ETN $PCAR $ANET

$4.6B

164 positions

#12PATHWAY WEALTH MANAGEMENT LLCSmart money

Some overlap · 3 shared positions

$ETN $ANET $SHOP

$143M

31 positions

#13Bradyco, Inc.Active

Some overlap · 3 shared positions

$ETN $ANET $WFC

$87M

33 positions

#14Acumen Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$ANET $ETN $WFC

$472M

493 positions

#15NORDEN GROUP LLCPassive

Some overlap · 3 shared positions

$ANET $SHOP $WFC

$1.2B

701 positions

#16STABLEFORD CAPITAL II LLCPassive

Slight overlap · 3 shared positions

$WFC $ETN $SHOP

$289M

147 positions

#17Weinberger Asset Management, IncActive

Slight overlap · 3 shared positions

$SHOP $ANET $WFC

$312M

101 positions

#18Forefront Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$ANET $SHOP $ETN

$323M

177 positions

#19Evansbrook LLCActive

Slight overlap · 3 shared positions

$ANET $WFC $ETN

$168M

127 positions

#20GLOBALT Investments LLC / GAActive

Slight overlap · 3 shared positions

$ANET $ETN $WFC

$3.0B

213 positions

#21First National Advisers, LLCPassive

Slight overlap · 3 shared positions

$ANET $WFC $ETN

$712M

251 positions

#22SONATA CAPITAL GROUP INCActive

Slight overlap · 3 shared positions

$ETN $PCAR $WFC

$310M

128 positions

#23Momentum Wealth Planning, LLCActive

Slight overlap · 3 shared positions

$WFC $ANET $SHOP

$137M

38 positions

#24Vines Capital Management, LLCActive

Slight overlap · 3 shared positions

$SHOP $ANET $ETN

$122M

90 positions

#25Nuveen, LLCPassive

Slight overlap · 3 shared positions

$ETN $WFC $ANET

$419.2B

3,735 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.